Outlook Integration Solutions For Salesforce. Comparison Analysis

Outlook Integration Solutions for Salesforce.com

Comparison Analysis

www.InivisibleCRM.com

Outlook Integration Solutions. Comparison Analysis.

Bridging the gap between Web and Desktop

User Adoption and Outlook• Idea:

Microsoft Outlook is widely adopted in the world by more than 200M users Sales reps are among them and spend >50% of their time in Outlook If CRM system is tightly integrated to Outlook, the adoption by sales reps will be

definitely increased

• Analysis: Outlook is a PERSONAL information manager focusing on personal values and

here user adoption is driven by productivity There are three different approaches to incorporate CRM into Outlook

Integration: user may move data between Outlook and CRM but has to work with 2 applications

Embedding: user may access all or certain features inside of Outlook without switching between applications. The native interface of CRM system is exposed in Outlook

Melding: CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience

Best user adoption rate to CRM system can be reached if - Outlook user experience is preserved - Sales rep will get numerous personal productivity features around CRM




Architectural approaches

Solution Approach

Details

•Connect for Outlook•Salesforce for Outlook(by Salesforce.com)

Integration

- Designed to manage sales information (without sacrificing data consistency)- PIM records are imported in Outlook, with ability to push data back to CRM- SFA records are exposed through web pages, shown in Outlook frames

SalesDesktop Suite for Salesforce.com(by InvisibleCRM)

Melding

- Designed to naturally fit and meld CRM data (both PIM and SFA) with Outlook and preserve the Outlook user experience- Provides bi-directional sync, respects relations between objects- Adds sales reps personal productivity features on top of integrated data

LinkPoint Vue (by LinkPoint360)

Integration

- Designed to bring to Outlook CRM data related to contacts, calendar events, tasks and emails in the user’s Outlook to give the user CRM context on these Outlook data.

-Only Outlook Contacts, Events and Tasks are synced, and emails are saved to Salesforce.com.

- Other CRM records are not synchronized, rather online lookup is made on Salesforce.com to bring data to Outlook for review.

- Users need connection to the Salesforce.com application to be able to view and edit Salesforce.com data in Salesforce.com web interface.




Outlook Integrations: System Requirements

System Requirements

Connect for Outlook Salesforce for Outlook

SalesDesktop for Salesforce.com

LinkPoint Vue

Salesforce.com editionssupported

Developer, Contact Manager, Group, Professional, Enterprise, & Unlimited Editions

Developer, Contact Manager, Group, Professional, Enterprise, & Unlimited Editions

Professional, Enterprise, Unlimited, Developer

Group, Professional, Enterprise, Unlimited

Operating systems supported

Microsoft Windows® 2000, XP, Vista™, or 7 (32-bit only; 64-bit is not supported)

Microsoft Windows® 7 (32-or 64-bit), XP (32-bit only), or Vista™ (32-bit only)

Microsoft Windows XP SP3 and higher, Vista SP1 and higher, and Windows 7 (32 & 64 bit)

Microsoft Windows XP, Vista and Windows 7 (32 & 64 bit)

MS Outlook versions supported

Microsoft Outlook XP (2002), 2003, or 2007

Microsoft® Outlook® 2007 or 2010 (32-bit only; 64-bit isn't supported).

Microsoft Outlook Versions:•2003 SP3 and higher,•2007 SP2 and higher,•2010 (32-bit only)

Microsoft Outlook Versions 2007 and 2010 (32 & 64 bit)

MS Exchange Server supported

Microsoft Exchange ServerMicrosoft Word XP (2002), 2003, or 2007

N/A MS Exchange Server 2003 & 2007 Cached Mode only

N/A

Additional Requirements

You must have administrator permissions to run the .msi installer with Windows 7.

Adobe® Acrobat® Reader® 7.0 or later

N/A .NET Framework 4.0 Client installs prior to LinkPoint Vue installation.

Mail servers POP3 IMAP and Pop3 email servers are not supported.

POP3 N/A




Functionality Comparison: Main Features




Functionality Comparison: SFA




Functionality Comparison: Synchronization




Functionality Comparison: E-Mail Management




Functionality Comparison: Calendar




Functionality Comparison: Productivity Features

Jeff Krider, [email protected]; 1 (678)701-3061 skype:jeff.krider

For more information on InvisibleCRM solutions for Salesforcevisit www.invisiblecrm.com

or contact us at [email protected]

mailto:[email protected]

http://www.invisiblecrm.com/

Technology

Outlook Integration Solutions For Salesforce. Comparison Analysis